How to Create, Populate and Print 1099-PATR

W2 Mate has the ability to create and print 1099-PATR forms.

This tutorial shows how to create and print 1099-PATR forms in W2 Mate®

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Summary of Steps

This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.

  • Choose 1099&1098 Recipients in shortcut.
  • Click → New 1099/1098 Recipient.
  • Choose form 1099-PATR.
  • Enter Recipient information.
  • Click → OK
  • Choose 1099&1098 Forms in shortcut.
  • Click → Select, under form type.
  • Select Form 1099-PATR
  • Click → Select, under Recipient
  • Select 1099-PATR Recipient
  • Fill in recipient(s) amounts (for example: Patronage dividends), and click “Save.” Repeat this step for all other recipients you have added.
  • Click → Print

*If printing a Recipient copy on blank paper.*

  • Choose recipients
  • Click → Print a Recipient /Payer copy. Choose the copy you want to print from the drop down menu.
  • Click → Ok

*If printing a recipient copy on pre-printed forms*

  • Choose recipients
  • Click → Print DATA ONLY
  • Click → Ok